Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$3.12M Buy
2025
Q1
$2.05M Buy
2024
Q4
$1.75M Buy
2024
Q3
$598K Sell
2024
Q2
$733K Buy
2023
Q4
Sell
2023
Q3
$741K Buy
2023
Q2
$241K Sell
2023
Q1
$377K Buy
2022
Q1
Sell
2021
Q4
$208K Sell
2021
Q3
$373K Buy
2020
Q1
Sell
2019
Q4
$353K Sell
2019
Q3
$531K Buy